This Solicitation opportunity from California was posted on August 13, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Fin-Underwriter Services

Closed

FIN-UNDERWRITER SERVICESState & Local

Submission Closed09/03/2025, 12:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 523930

New

SLED

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Central Washington University

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DEADLINE

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Investment Grade Private Placement Corporate and Infrastructure Credit ManagerThis subcontract involves the management of a portfolio of investment-grade private placement credits for prime contractors operating under New York State Insurance Fund investment mandates. The selected manager is responsible for identifying and sourcing corporate credit opportunities, analyzing infrastructure-related private credit investments, and conducting ongoing portfolio monitoring and risk management. All activities must be executed using professional investment management software and must strictly adhere to State Finance Law sections 139-j and 139-k. The contract requires the delivery of a managed portfolio along with detailed performance reporting. Interested parties should note that the response deadline is December 16, 2026. This opportunity falls under NAICS code 523930 and is administered by the New York State Insurance Fund.

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DEADLINE

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BCC01 - Bristol Community College

POSTED

DEADLINE

Active Intermediate Core Fixed Income Investment ManagementThis subcontract opportunity is for Active Intermediate Core Fixed Income Investment Management to support prime contractors on NYS Deferred Compensation Plan projects. The selected provider will be responsible for active trading and portfolio construction of intermediate-term fixed income assets, with the primary goal of tracking or outperforming the Bloomberg Intermediate Aggregate or Government/Credit Index. To successfully execute these duties, the contractor must utilize institutional trading platforms and Bloomberg terminal data to deliver a managed portfolio and detailed performance reports. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. This procurement falls under NAICS code 523930 and was posted on October 21, 2026, with a response deadline of November 18, 2026.

NYS Deferred Compensation Plan

POSTED

DEADLINE

Active Short Duration Fixed Income Investment ManagementThis subcontract opportunity is for active short duration fixed income investment management supporting prime contractors on New York State Deferred Compensation Plan projects. The selected provider will be responsible for portfolio construction and active trading of short-term fixed income assets with the goal of tracking or outperforming the Bloomberg 1-3 Year Government/Credit or Government Index. To execute these services, the contractor must utilize institutional trading platforms and Bloomberg terminal data. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. The primary deliverables for this engagement include the delivery of a managed portfolio and regular performance reports. Interested parties should note the response deadline of November 18, 2026, for this specialized financial services contract.

NYS Deferred Compensation Plan

POSTED

DEADLINE

Tax Credit Syndication & Equity PlacementThis subcontract opportunity, managed by the Procurement and Compliance Department of the San Diego Housing Commission in California, seeks a provider to deliver specialized tax credit syndication and equity placement services. The selected contractor will support prime contractors on affordable housing projects by structuring syndication deals, identifying and negotiating with public or private equity investors, and managing the overall process through established investor networks and tax credit equity markets. A successful candidate must possess deep expertise in federal and state Low-Income Housing Tax Credit regulations to ensure the delivery of executed equity partnership agreements. Interested parties should note that the solicitation was posted on October 20, 2026, with a response deadline of November 4, 2026. The contract falls under NAICS code 523930.

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DEADLINE

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DEADLINE

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CITY OF BROOKSIDE VILLAGE

POSTED

DEADLINE

Retirement Plan Broker and Liaison ServicesThe City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Broker and Liaison Services. The selected provider will perform brokerage and liaison duties for prime contractors on municipal projects and manage investment objectives and retirement goals for Union City 457b Deferred Compensation Plan participants. Key responsibilities include conducting review meetings with EMPOWER and delivering detailed evaluation reports regarding plan fees and fund performance. Qualified candidates must possess at least 15 years of auditing experience and 10 years of experience servicing governmental entities. This opportunity falls under NAICS code 523930, with the place of performance located in Linden, New Jersey. The response deadline for this solicitation is November 6, 2026.

City of Linden Purchasing Department

POSTED

DEADLINE

Retirement Plan Management and Brokerage ServicesThe City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Management and Brokerage Services to act as a liaison for prime contractors on city retirement plan projects. The selected provider will be responsible for maintaining investment objectives and retirement goals, representing the carrier during enrollment, and conducting annual plan review meetings with Voya Financial. Key deliverables include formal evaluations of fund performance, participant fees, and the submission of annual plan effectiveness reports. To qualify for this engagement, the contractor must possess at least 10 years of experience servicing government entities and maintain professional liability insurance. This opportunity is categorized under NAICS code 523930, with performance taking place in Linden, New Jersey. Interested parties must submit their responses by the deadline of November 6, 2026.

City of Linden Purchasing Department

POSTED

DEADLINE

Real Estate Investment Due Diligence and Transaction SupportThis subcontract for the Oregon State Treasury involves providing real estate investment due diligence and transaction support. The selected contractor will perform financial analysis and due diligence for prime contractors on investment projects, specifically handling four to eight new real estate commitments each year. Key responsibilities include negotiating investment terms, conducting property-level underwriting, performing waterfall compensation analysis, and executing incentive fee reviews to deliver final investment recommendations and negotiated term sheets. The project is based in Tigard, Oregon, and falls under NAICS code 523930. To be eligible, contractors must maintain a non-conflicted status and meet specific insurance requirements. Interested parties must submit their responses by the deadline of December 4, 2026.

Oregon State Treasury

POSTED

about 1 month ago

DEADLINE

in about 1 month

AI Contract Overview

The City of Beaumont in California is seeking proposals from qualified underwriters to provide services related to anticipated Community Facilities District transactions. The selected underwriter will be engaged initially for a three-year term, with the possibility of participating in additional bond transactions in the future. The contract size is estimated to range from $500,000 to $2,000,000, reflecting the scope of potential bond issuance activities. The solicitation was posted on August 13, 2025, with a response deadline of September 3, 2025. Interested firms can contact Brittany Navas via email or phone for further information. The City aims to establish a long-term relationship with a capable underwriter to support its financing needs for community development projects.

General Info

Agency

California → City of Beaumont

NAICS

523930 - Investment Advice

Place of Performance

CA, USA

Set-Aside

NONE

Documents

City of Beaumont - Underwriter Services RFP

rfp

High

Exhibit A - RFP Underwriter Scope of Services

sow

High

City of Beaumont Professional Services Agreement (24-118)

contract-document

Low

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

PhaseClosed

PostedAug 13

Solicitation

Response DeadlineSep 3

Deadline has passed

Submission Closed

09/03/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → City of Beaumont

Contacts1 person available

OfficeN/A

Organization / AgencyCalifornia → City of Beaumont

Office AddressN/A

Contacts

Brittany Navas

contact@example.gov

+1 (555) 000-0000

Full Description

The City of Beaumont (City) is currently accepting proposals from interested underwriters in connection with anticipated Community Facilities District (CFD) transactions. The City is interested in engaging one underwriting firm for an initial three-year term. It is the City’s expectation that the qualified underwriter could be engaged in one or more future bond transactions.